Arete Wealth Advisors’s Clorox CLX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-6,681
| Closed | -$1.06M | – | 536 |
|
|
2023
Q2 | $1.06M | Buy |
6,681
+1,654
| +33% | +$263K | 0.09% | 209 |
|
|
2023
Q1 | $795K | Sell |
5,027
-225
| -4% | -$35.6K | 0.06% | 258 |
|
|
2022
Q4 | $737M | Sell |
5,252
-234
| -4% | -$32.8M | 0.06% | 258 |
|
|
2022
Q3 | $704K | Buy |
5,486
+2,371
| +76% | +$304K | 0.07% | 238 |
|
|
2022
Q2 | $439K | Sell |
3,115
-247
| -7% | -$34.8K | 0.04% | 271 |
|
|
2022
Q1 | $467K | Buy |
+3,362
| New | +$467K | 0.04% | 294 |
|
|
2021
Q1 | – | Sell |
-1,338
| Closed | -$269K | – | 422 |
|
|
2020
Q4 | $269K | Sell |
1,338
-742
| -36% | -$149K | 0.04% | 322 |
|
|
2020
Q3 | $435K | Sell |
2,080
-1,131
| -35% | -$237K | 0.07% | 227 |
|
|
2020
Q2 | $704K | Buy |
3,211
+2,039
| +174% | +$447K | 0.12% | 183 |
|
|
2020
Q1 | $203K | Buy |
+1,172
| New | +$203K | 0.04% | 304 |
|
|
2019
Q3 | – | Sell |
-1,316
| Closed | -$201K | – | 411 |
|
|
2019
Q2 | $201K | Hold |
1,316
| – | – | 0.04% | 371 |
|
|
2019
Q1 | $211K | Sell |
1,316
-110
| -8% | -$17.6K | 0.04% | 348 |
|
|
2018
Q4 | $220K | Hold |
1,426
| – | – | 0.05% | 318 |
|
|
2018
Q3 | $214K | Buy |
+1,426
| New | +$214K | 0.05% | 331 |
|
|
2018
Q2 | – | Sell |
-1,598
| Closed | -$213K | – | 370 |
|
|
2018
Q1 | $213K | Buy |
+1,598
| New | +$213K | 0.07% | 294 |
|